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Summit Financial, LLC

Q2 2026 13F filing

Updated 29 days ago

1,580 disclosed positions worth $9.1B

Portfolio value
$9.1B
Total holdings
1,580
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$648.5M
Shares
1.75M
% Port
7.11%
V

VANGUARD INTL EQUITY INDEX F

Value
$294.1M
Shares
3.51M
% Port
3.22%
E

ISHARES TR

Value
$225.7M
Shares
301.4K
% Port
2.47%
A

APPLE INC

Value
$196.9M
Shares
680.5K
% Port
2.16%
V

VANGUARD INDEX FDS

Value
$156.2M
Shares
1.81M
% Port
1.71%
N

NVIDIA CORPORATION

Value
$152.7M
Shares
763.0K
% Port
1.67%
V

VANGUARD INDEX FDS

Value
$125.8M
Shares
577.3K
% Port
1.38%
V

VANGUARD INDEX FDS

Value
$118.8M
Shares
173.0K
% Port
1.30%
S
9.SPY

STATE STR SPDR S&P 500 ETF T

Value
$113.2M
Shares
151.3K
% Port
1.24%
E
10.ETHA

INVESCO EXCH TRADED FD TR II

Value
$108M
Shares
356.5K
% Port
1.18%
A
11.AMZN

AMAZON COM INC

Value
$98.9M
Shares
415.0K
% Port
1.08%
?
12.N/A

J P MORGAN EXCHANGE TRADED F

Value
$93.8M
Shares
1.75M
% Port
1.03%
Q
13.QQQ

INVESCO QQQ TR

Value
$90.7M
Shares
123.0K
% Port
0.99%
M
14.MSFT

MICROSOFT CORP

Value
$86.8M
Shares
232.7K
% Port
0.95%
B

BERKSHIRE HATHAWAY INC DEL

Value
$85.4M
Shares
170.7K
% Port
0.94%
S

SPDR SERIES TRUST

Value
$82.5M
Shares
693.2K
% Port
0.90%
P
17.PDI

PIMCO ETF TR

Value
$75.5M
Shares
2.85M
% Port
0.83%
G

ALPHABET INC

Value
$66.1M
Shares
187.1K
% Port
0.72%
S

SPDR SERIES TRUST

Value
$62.3M
Shares
1.02M
% Port
0.68%
E
20.ETHA

ISHARES TR

Value
$60.8M
Shares
1.20M
% Port
0.67%
V
21.VGES

VANGUARD TAX-MANAGED FDS

Value
$57.2M
Shares
803.0K
% Port
0.63%
J

JPMORGAN CHASE & CO

Value
$57.1M
Shares
174.5K
% Port
0.63%
V
23.VGES

VANGUARD INDEX FDS

Value
$54.3M
Shares
223.6K
% Port
0.60%
A
24.AVGO

BROADCOM INC

Value
$54.3M
Shares
143.7K
% Port
0.59%
E
25.ETHA

ISHARES TR

Value
$52.5M
Shares
543.4K
% Port
0.58%
M
26.META

META PLATFORMS INC

Value
$47.5M
Shares
84.4K
% Port
0.52%
E
27.ETHA

ISHARES TR

Value
$47.3M
Shares
157.5K
% Port
0.52%
V
28.VGES

VANGUARD INDEX FDS

Value
$47.3M
Shares
586.9K
% Port
0.52%
E
29.ETHA

BLACKROCK ETF TRUST II

Value
$44.6M
Shares
852.3K
% Port
0.49%
T
30.TSLA

TESLA INC

Value
$44M
Shares
104.5K
% Port
0.48%
H
31.HODL

VANECK ETF TRUST

Value
$43.4M
Shares
66.2K
% Port
0.48%
V
32.VGES

VANGUARD INDEX FDS

Value
$40.8M
Shares
206.7K
% Port
0.45%
A
33.AMAT

APPLIED MATLS INC

Value
$40M
Shares
55.3K
% Port
0.44%
C
34.CAT

CATERPILLAR INC

Value
$39.4M
Shares
37.0K
% Port
0.43%
P
35.PLTR

PALANTIR TECHNOLOGIES INC

Value
$38.8M
Shares
332.2K
% Port
0.42%
A
36.AMD

ADVANCED MICRO DEVICES INC

Value
$38.7M
Shares
66.6K
% Port
0.42%
M
37.MU

MICRON TECHNOLOGY INC

Value
$38.2M
Shares
33.1K
% Port
0.42%
L
38.LLY

ELI LILLY & CO

Value
$37.8M
Shares
31.5K
% Port
0.41%
V
39.VGES

VANGUARD INDEX FDS

Value
$35.4M
Shares
116.9K
% Port
0.39%
E
40.ETHA

ISHARES TR

Value
$35.4M
Shares
766.2K
% Port
0.39%
E
41.ETHA

ISHARES TR

Value
$35.2M
Shares
457.0K
% Port
0.39%
E
42.ETHA

ISHARES TR

Value
$34.9M
Shares
352.2K
% Port
0.38%
S

SELECT SECTOR SPDR TR

Value
$34.8M
Shares
766.8K
% Port
0.38%
E
44.ETHA

ISHARES INC

Value
$34.5M
Shares
416.2K
% Port
0.38%
?
45.N/A

ISHARES TR

Value
$33.6M
Shares
1.54M
% Port
0.37%
I
46.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$33.1M
Shares
155.6K
% Port
0.36%
S

SCHWAB STRATEGIC TR

Value
$33.1M
Shares
977.8K
% Port
0.36%
E
48.ETHA

ISHARES TR

Value
$33M
Shares
376.1K
% Port
0.36%
G

GOLDMAN SACHS GROUP INC

Value
$32.9M
Shares
32.5K
% Port
0.36%
D
50.DELL

DELL TECHNOLOGIES INC

Value
$32.4M
Shares
75.2K
% Port
0.36%